Wharf Holdings Stock Performance
| WARFY Stock | USD 4.82 0.07 1.43% |
The firm maintains a market beta of 0.6, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wharf Holdings' returns are expected to increase less than the market. However, during the bear market, the loss of holding Wharf Holdings is expected to be smaller as well. At this point, Wharf Holdings has a negative expected return of -0.21%. Please make sure to check out Wharf Holdings' mean deviation, treynor ratio, as well as the relationship between the Treynor Ratio and daily balance of power , to decide if Wharf Holdings performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Wharf Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's technical and fundamental indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
| Begin Period Cash Flow | 16.7 B | |
| Total Cashflows From Investing Activities | 11.3 B |
Wharf |
Wharf Holdings Relative Risk vs. Return Landscape
If you would invest 586.00 in Wharf Holdings on November 2, 2024 and sell it today you would lose (97.00) from holding Wharf Holdings or give up 16.55% of portfolio value over 90 days. Wharf Holdings is currently producing negative expected returns and takes up 4.2703% volatility of returns over 90 trading days. Put another way, 38% of traded pink sheets are less volatile than Wharf, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Wharf Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wharf Holdings' investment risk. Standard deviation is the most common way to measure market volatility of pink sheets, such as Wharf Holdings, and traders can use it to determine the average amount a Wharf Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0497
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| Negative Returns | WARFY |
Estimated Market Risk
| 4.27 actual daily | 38 62% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wharf Holdings is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wharf Holdings by adding Wharf Holdings to a well-diversified portfolio.
Wharf Holdings Fundamentals Growth
Wharf Pink Sheet prices reflect investors' perceptions of the future prospects and financial health of Wharf Holdings, and Wharf Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wharf Pink Sheet performance.
| Return On Equity | 0.0323 | |||
| Return On Asset | 0.0185 | |||
| Profit Margin | 0.28 % | |||
| Operating Margin | 0.42 % | |||
| Current Valuation | 10.77 B | |||
| Shares Outstanding | 1.53 B | |||
| Price To Earning | 16.64 X | |||
| Price To Book | 0.46 X | |||
| Price To Sales | 0.54 X | |||
| Revenue | 22.38 B | |||
| EBITDA | 10.31 B | |||
| Cash And Equivalents | 18.4 B | |||
| Cash Per Share | 12.05 X | |||
| Total Debt | 33.08 B | |||
| Debt To Equity | 0.18 % | |||
| Book Value Per Share | 103.16 X | |||
| Cash Flow From Operations | 2.55 B | |||
| Earnings Per Share | 0.42 X | |||
| Total Asset | 253.7 B | |||
| Retained Earnings | 279.75 B | |||
| Current Asset | 56.99 B | |||
| Current Liabilities | 58.18 B | |||
About Wharf Holdings Performance
Evaluating Wharf Holdings' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wharf Holdings has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wharf Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Founded in 1886 with Hong Kong as its base, The Wharf Limited is the 17th company incorporated in Hong Kong and a premier company with a long history. With the flagship school improvement programme Project Wecan growing from strength to strength, the Group supports a series of BIC initiatives including Wu Zhi Qiao Charitable Foundation, Shanghai International Tower-running Grand Prix and Operation Panda with an aim of promoting BIC and to bring benefits to different segments of society. Wharf Hlds operates under Real EstateDevelopment classification in the United States and is traded on OTC Exchange. It employs 6100 people.Things to note about Wharf Holdings performance evaluation
Checking the ongoing alerts about Wharf Holdings for important developments is a great way to find new opportunities for your next move. Pink Sheet alerts and notifications screener for Wharf Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wharf Holdings generated a negative expected return over the last 90 days | |
| Wharf Holdings has high historical volatility and very poor performance |
- Analyzing Wharf Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wharf Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Wharf Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wharf Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wharf Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wharf Holdings' pink sheet. These opinions can provide insight into Wharf Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Wharf Pink Sheet Analysis
When running Wharf Holdings' price analysis, check to measure Wharf Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wharf Holdings is operating at the current time. Most of Wharf Holdings' value examination focuses on studying past and present price action to predict the probability of Wharf Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wharf Holdings' price. Additionally, you may evaluate how the addition of Wharf Holdings to your portfolios can decrease your overall portfolio volatility.